Our Commitment

We are justifiably proud of our state-of-the-art research resources and financial planning facilities, because only by investing heavily in the latest technology and professional development can we be best placed to identify the course of action most suited to your requirements at any particular time.

We also understand that the real benefits of technology are delivered via the individuals using it. We consider our staff to be our strongest asset. All are committed to continuing professional development and our financial planners are some of the most highly qualified in the south west of England.

Whilst some of our advisers have expertise in particular areas, all are well versed in the broad spectrum of financial planning. Both Directors are members of the Personal Finance Society and the Institute of Financial Planning and three of our independent financial advisers are Chartered Financial Planners.

In 2006 Cathedral Financial Management was featured in Citywire, a highly respected national financial publication, as one of the most qualified financial management firms in the country *.

In each year from 2006 to 2011 Cathedral Financial Management were short-listed for the 'New Model Adviser of the Year' award for the South West Region. In 2008 and again in 2010 we won the South West New Model Adviser of the Year award.